See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,638 | $159,602+42.0% | $150,045+51.0% | $142,382+59.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | -2.19% | 70.24%-72.4pp | 62.55%-64.7pp | 217.08%-219.3pp |
| Employer contribution / active EE | $3,438 | $4,961-30.7% | $4,693-26.8% | $4,299-20.0% |
| Participant deferral / active EE | $11,750 | $8,310+41.4% | $7,997+46.9% | $6,507+80.6% |
| Admin fee / account holder | $33,777 | $14,846+127.5% | $13,435+151.4% | $12,624+167.6% |